+9.7%
BKR vs TEM
-11.1%
+20.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.8% | -2.7% | -5.5% |
| 7D | -8.8% | -1.3% | -7.5% | -8.7% |
| 30D | -13.1% | -9.5% | -3.6% | -13.0% |
| 3M | -18.9% | +60.7% | -79.6% | -20.7% |
| 6M | -27.2% | +35.5% | -62.7% | -28.5% |
| YTD | +10.7% | +28.0% | -17.3% | +9.2% |
| 1Y | +9.7% | -10.5% | +20.2% | +11.3% |
| All | +9.7% | -11.1% | +20.8% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling